VERTEX PARTNERS
Tel: 630-836-3300 3000 Woodcreek Drive Suite 100 Downers Grove, Illinois 60515
About VERTEX PARTNERS
VERTEX PARTNERS is a Downers Grove, Illinois based financial advisory firm with nearly $827,936,305 in assets under management and provides investment advisory services for 2374 clients. There are currently 20 financial advisors at the firm.
General Information
Firm CRD#:
316839
Firm SEC#:
801-122980
Assets Under Management:
$827,936,305
No. of Clients:
2374
Advisory Services Provided:
Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
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